Managing invoices and estimates just got easier! You can now pull Opportunity Custom Values directly into the "Terms & Notes" section of your invoice and estimate templates. Whether you're sending documents manually or through automation, these fields will update automatically, reducing manual data entry and ensuring accuracy.

What’s New?

• Opportunity Custom Values: Use custom opportunity data in the "Terms & Notes" section of invoices and estimates.

• Auto-Populated Fields: Automatically update invoices and estimates with the latest opportunity details when sending from a workflow or Opportunity screen.

How to Use It

1. Adding Opportunity Fields Manually

You can insert Opportunity Custom Values directly into your invoices or estimates.

• Navigate to Opportunity Details and find the field you need.

• Insert the field in double braces (e.g., {{opportunity.assigned_to}}).

• Send the invoice or estimate, and the field will auto-populate with the latest data.

2. Creating an Invoice or Estimate from an Opportunity Card

• Go to Opportunities → Select an Opportunity → Payments → Create Invoice/Estimate.

• In the Terms & Notes section, insert your opportunity fields (e.g., {{opportunity.xyz}}).

• Click Send, and the document will include the correct opportunity details.

3. Automating Invoices & Estimates with a Workflow

Set up automation to send invoices or estimates with the latest opportunity details.

• Go to Payments → Invoices & Estimates → Templates → New Template.

• In the Terms & Notes section, insert your opportunity fields (e.g., {{opportunity.xyz}}).

• Click Save.

• Choose a relevant opportunity trigger in your workflow (e.g., Pipeline stage change, Opportunity status change).

• Add a Send Estimate/Invoice action.

• Select your saved template to ensure fields are auto-filled when triggered.

Example in Action

Imagine you have a custom field called "tshirt."

• Your invoice template includes {{opportunity.tshirt}} in the Terms & Notes.

• When the pipeline stage changes, an invoice is automatically sent, pre-filled with the correct T-shirt size or details.

Why This Matters

• Automation: Reduce manual data entry and errors by pulling real-time opportunity details.

• Efficiency: Speed up invoice and estimate creation, whether manually or through workflows.

• Consistency: Ensure accurate and up-to-date information every time you send a document.

This update makes it easier than ever to streamline your invoicing process and keep everything running smoothly!